Equities

Clients rarely have well-defined ideas about what they want their portfolios to look like. That’s why they seek out advisors in the first place.

She built her reputation on picking tech trends. Now she is having to defend bailing out of Nvidia.

O'Neil was a pioneer in using computer data to analyze stocks.

The structure of a portfolio plays an important role in the productivity of a tax-loss harvesting algorithm.

The search for returns has led clients to ask advisors to put capital into other resources and shifted asset allocations.

The market dynamics exist for blank-check companies, but private businesses and investors are skeptical after the excess of the last few years.

JPMorgan Chase & Co., Goldman Sachs Group Inc. and Morgan Stanley are among those hawking "quantitative investment strategies."